Make templates that you can reuse when creating new tasks
Overview
Templates allow you to streamline and speed up creating tasks, that managers can select easily.
Note: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll
Create templates for various repeating processes & tasks
Create a Task Template
Step 1: Go to your Space/Project Settings menu via ⚙️ and click on Templates. Then, under Task Templates, click on New Template.
Go to Templates under space/project Settings and click New Template
Step 2: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.
A pop-up will appear to be filled in
Step 3: After filling in the details click on Save Template.
Update the task details and click Save Template
Success! You will now see the the new template listed under Task Templates in your space/project settings, with options to Create task from template, Edit and Delete.
Repeat the process for each template needed
Use a Template for your Tasks
Step 1: Click + to create a new task
Create a new task
Step 2: In the pop-up that appears, click on Template in the top-left corner and select the template you would like to use
Select the relevant template
Step 3: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click Create.
Template content & settings pre-filled in the task
Success! You've created a task using a template in just a few clicks
